Kevin Donovan, CPA, EA, MSPA, FCA

vCard | kdonovan@pinnacle-plan.com

Kevin Donovan is the managing member and founder of Pinnacle Plan Design where he specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.

Awards

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Areas of Specialty

  • Retirement Plan Education
  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • Combination Plans

Certifications/Designations

  • Certified Public Accountant (CPA)
  • Enrolled Actuary (EA)
  • Member, Society of Pension Actuaries (MSPA)
  • Fellow, Conference of Consulting Actuaries (FCA)

Education

  • Syracuse University, Bachelor of Science in Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Arizona Society of Certified Public Accountants (ASCPA)
  • American Society of Pension Professionals and Actuaries (ASPPA)
  • College of Pension Actuaries
  • Conference of Consulting Actuaries (CCA)
  • National Institute of Pension Administrators (NIPA)
  • Tucson ERISA Study Group

Publications

Published in a number of industry publications including:

  • Author of the 2016 Supplement to the Defined Benefit Answer Book, published by Wolters Kluwer
  • Journal of Pension Benefits
  • Journal of Taxation of Employee Benefits
  • The Benefit Law Journal
  • The ASPPA Journal
  • AICPA publication, “Adviser’s Guide to Retirement Plans for Small Businesses”
  • Plan Consultant Magazine

Get to Know Kevin

Father of three adult children. Die-hard New York Giants and Yankee fan. Lover of the Grateful Dead and other improvisational music.

Industry Thought Leadership

Feb
10
Wed
2016
Advanced Pension Conference Orlando, FL
Feb 10 – Feb 12 all-day

Presentation 1: Combination 401(k) / Cash Balance

Presentation 2: Cash Balance Regulations

Feb
24
Wed
2016
Non-Discrimintaion Testing Symposium La Jolla, CA
Feb 24 – Feb 27 all-day

Presentations: Advanced Non-discrimination Testing Techniques and Issues

Mar
23
Wed
2016
Datair’s Ultimate Cash Balance Seminar Chicago, IL
Mar 23 – Mar 24 all-day

Presentations: Cash Balance Plans A-Z

Apr
10
Sun
2016
Enrolled Actuaries Meeting Washington, DC
Apr 10 – Apr 13 all-day

Presentation: Maximum Deductions For Pension Plans

 

Past Speaking Engagements

2014

February

March

April

May

June

July

August

September

  • GROW! Session for Advisors
    09/23/2014
    St. Louis, NV
  • Private Event: In-House Training for TPA Client
    09/24/2014
    Atlanta, GA
  • RPA ProSeries for Advisors
    09/24/2014
    Atlanta, Georgia

October

November

 

2013

January

February

April

May

June

July

August

September

October

November

  • Private Event: In-house Training for TPA Client
    11/14/2013
    Rochester, NY

December

  • ASPPA Webcast on Advanced Cash Balance Topics
    12/17/2013, 2:00-3:40 PM EST

 

2012

January

February

March

May

June

July

August

October

 

2011

February

March

April

May

June

July

August

September

October


Contact Kevin Donovan

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), Houston, Texas (TX), as well as Atlanta, Georgia (GA), and we proudly serve businesses nationwide.
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